D.A. Davidson & Co’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Hold |
895
| – | – | ﹤0.01% | 1358 |
|
|
2025
Q1 | $218K | Buy |
895
+50
| +6% | +$12.2K | ﹤0.01% | 1297 |
|
|
2024
Q4 | $205K | Buy |
845
+50
| +6% | +$12.1K | ﹤0.01% | 1332 |
|
|
2024
Q3 | $205K | Buy |
+795
| New | +$205K | ﹤0.01% | 1299 |
|
|
2024
Q2 | – | Sell |
-810
| Closed | -$205K | – | 1406 |
|
|
2024
Q1 | $205K | Buy |
+810
| New | +$205K | ﹤0.01% | 1290 |
|
|
2017
Q3 | – | Sell |
-475
| Closed | -$52K | – | 1983 |
|
|
2017
Q2 | $52K | Sell |
475
-400
| -46% | -$43.8K | ﹤0.01% | 1524 |
|
|
2017
Q1 | $95K | Sell |
875
-79
| -8% | -$8.58K | ﹤0.01% | 1273 |
|
|
2016
Q4 | $111K | Hold |
954
| – | – | ﹤0.01% | 1257 |
|
|
2016
Q3 | $107K | Buy |
954
+475
| +99% | +$53.3K | ﹤0.01% | 1211 |
|
|
2016
Q2 | $56K | Buy |
479
+129
| +37% | +$15.1K | ﹤0.01% | 1375 |
|
|
2016
Q1 | $37K | Hold |
350
| – | – | ﹤0.01% | 1507 |
|
|
2015
Q4 | $34K | Sell |
350
-50
| -13% | -$4.86K | ﹤0.01% | 1540 |
|
|
2015
Q3 | $35K | Buy |
400
+200
| +100% | +$17.5K | ﹤0.01% | 1504 |
|
|
2015
Q2 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 1744 |
|